See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,353 | $117,859+20.8% | $102,438+39.0% | $145,959-2.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.78% | 31.72%-16.9pp | 29.37%-14.6pp | 561.95%-547.2pp |
| Employer contribution / active EE | $4,825 | $3,615+33.5% | $3,024+59.6% | $4,661+3.5% |
| Participant deferral / active EE | $6,106 | $5,732+6.5% | $5,054+20.8% | $6,689-8.7% |
| Admin fee / account holder | $14,439 | $13,318+8.4% | $9,448+52.8% | $13,398+7.8% |